9WM
9258 Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $807K | Sell |
15,596
-1,800
| -10% | -$93.1K | 0.12% | 141 |
|
|
2024
Q2 | $722K | Sell |
17,396
-2,802
| -14% | -$116K | 0.11% | 153 |
|
|
2024
Q1 | $1.1M | Sell |
20,198
-358
| -2% | -$19.4K | 0.17% | 112 |
|
|
2023
Q4 | $1.05M | Sell |
20,556
-1,495
| -7% | -$76.7K | 0.19% | 108 |
|
|
2023
Q3 | $1.28M | Sell |
22,051
-507
| -2% | -$29.4K | 0.25% | 80 |
|
|
2023
Q2 | $1.44M | Sell |
22,558
-265
| -1% | -$16.9K | 0.27% | 74 |
|
|
2023
Q1 | $1.58M | Buy |
22,823
+585
| +3% | +$40.5K | 0.32% | 64 |
|
|
2022
Q4 | $1.6M | Sell |
22,238
-1,435
| -6% | -$103K | 0.35% | 66 |
|
|
2022
Q3 | $1.68M | Sell |
23,673
-1,299
| -5% | -$92.4K | 0.43% | 53 |
|
|
2022
Q2 | $1.92M | Sell |
24,972
-1,005
| -4% | -$77.4K | 0.49% | 49 |
|
|
2022
Q1 | $1.9M | Buy |
25,977
+133
| +0.5% | +$9.71K | 0.44% | 45 |
|
|
2021
Q4 | $1.61M | Sell |
25,844
-936
| -3% | -$58.3K | 0.37% | 51 |
|
|
2021
Q3 | $1.59M | Sell |
26,780
-716
| -3% | -$42.4K | 0.42% | 44 |
|
|
2021
Q2 | $1.84M | Buy |
27,496
+384
| +1% | +$25.7K | 0.49% | 33 |
|
|
2021
Q1 | $1.71M | Buy |
27,112
+1,555
| +6% | +$98.2K | 0.51% | 33 |
|
|
2020
Q4 | $1.59M | Buy |
25,557
+3,037
| +13% | +$188K | 0.52% | 36 |
|
|
2020
Q3 | $1.32M | Buy |
22,520
+901
| +4% | +$52.7K | 0.5% | 38 |
|
|
2020
Q2 | $1.27M | Buy |
21,619
+401
| +2% | +$23.6K | 0.52% | 38 |
|
|
2020
Q1 | $1.33M | Buy |
21,218
+1,394
| +7% | +$87.2K | 0.58% | 34 |
|
|
2019
Q4 | $1.27M | Buy |
19,824
+1,919
| +11% | +$123K | 0.47% | 52 |
|
|
2019
Q3 | $908K | Buy |
17,905
+2,644
| +17% | +$134K | 0.71% | 44 |
|
|
2019
Q2 | $692K | Buy |
15,261
+6,508
| +74% | +$295K | 0.56% | 58 |
|
|
2019
Q1 | $418K | Buy |
8,753
+1,335
| +18% | +$63.8K | 0.36% | 94 |
|
|
2018
Q4 | $386K | Buy |
+7,418
| New | +$386K | 0.37% | 89 |
|